Expenses at the User Level Follow
This feature, as with many others in uAttend can be enabled or disabled at the user level.
Notes:
- Supervisors can be configured with permissions to view and/or edit employees. Their responsibility can also be limited to certain departments, thereby limiting which employee profiles they can access.
- Expenses must be enabled and expense codes created before the feature can be enabled for employees.
- Expenses can also be manually added to a timecard.
- If your account uses uAttend Payroll, you cannot make changes to expense codes or settings once a pay run has been started. You must wait until you have finished processing the pay run to make any edits or delete the pay run and begin a new one after making the needed edits.
- If your account uses uAttend Payroll, changes made to expenses on a timecard will be updated once the standard pay run has resumed.
- To collect and organize receipts from your team, it is a good practice to develop a standardized form that includes a field for images your staff can use to submit them to you.
To configure an employee to add expenses:
- Log in to the uAttend cloud portal with an administrator or supervisor (with permissions) profile.
- Click on the People tab.
- Click on the name of the intended employee or click the magnifying glass icon in the upper right corner of the window to search for an employee.
- Click the More tab from the navigation panel on the left.
- Click the EDIT button in the User Settings section.
- Click the EDIT button on the line for the Add Expense to System option.
- Click the drop-down menu and select YES.
- Click the SAVE button.